KKLEE
07-28

It’s the kind of week that can move markets — earnings from Big Tech, major crypto players, and top financial institutions are all dropping within days. Volatility is expected, surprises are likely, and the stakes couldn’t be higher for Q3 positioning. So… what’s your top watch?

Big Tech: Still the Anchor?

All eyes are on names like Apple, Amazon, Meta, and Microsoft. Can AI momentum continue to fuel their revenue growth? Watch for updates on cloud, ad spend, and capex — they’ll hint at the broader tech sector’s health.

Crypto Giants in Focus

With Bitcoin around record highs, crypto firms like Coinbase and stablecoin players are also under the spotlight. Revenue from trading, custody, and blockchain infrastructure will give clues about whether this bull cycle still has fuel — or is running hot.

Finance: Still a Surprise?

The banks may not be flashy, but they're often early indicators. Loan demand, trading activity, and commentary on rates and inflation could move sentiment broadly. After last quarter’s strong beats, expectations are high.

Final Thought

This isn’t just another earnings week — it’s a macro moment. If tech confirms AI growth, if crypto firms show traction, and if banks hold steady, the market could extend higher. But any major miss could rattle confidence fast.

So… which name are you betting on?

Profit Turnaround+High Growth! Hidden Gems of Earnings Season?
This earnings season is nearing its end — which companies beat expectations or turned profitable, and which ones deserve more attention? During past turnarounds, many growth stocks achieved outsized gains. High-growth companies that turned profitable include DASH, OKTA, NTNX, TMDX, TOST, and RELY. In addition, Chinese ADRs this season should not be overlooked. Niu Technologies turned profitable in Q2, with its stock surging over 30%. Bilibili profit turned around, but shares fell 6% yesterday. Miniso's TOP TOY Revenue +73% and Jumped 6% on Earnings, continued to surge.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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